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Building 2CUSTOM PORTFOLIO GROUP

Map pinENGLEWOOD, CO
Phone720.259.5113
NotebookSEC #801-80949
Total AUM
$175.6M
Employees
4
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9800 PYRAMID COURT
SUITE 400
ENGLEWOOD
CO 80112
United States
Operating Hours
9-5
Monday - Friday
Phone
720.259.5113

ReceiptFinancials

Total AUM
$175.6M
Accounts
454
Discretionary
$175.6M
Accounts
454
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$16.5M
HNW Individual Clients
50
AUM
$146.7M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
6
AUM
$12.4M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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